A guide for helping wealth managers serve their philanthropic clients.getting-started-with-foundation-source
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ABOUT FOUNDATION SOURCE
Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts.
We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families, and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate, and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants.
© 2021 Foundation Source Philanthropic Services Inc. All rights reserved.
The information provided in this document is for general information purposes only, and does not constitute legal, tax or investment advice.